Jaibir joins Marcellus from Premji Invest, India’s largest family office by assets under management, where he spent 9 years as a member of the team that managed ~US$3bn in listed equities with the last 3 years being spent as head of research. Prior to that, Jaibir worked for CLSA and Clear Capital in research roles. Over a career spanning 16 years in equities, he has tracked multiple sectors, including consumer, retail, autos, hotels and airlines.
Qualification: Jaibir is CFA charter holder with a B.Com (Hons) from St. Xavier’s College, Kolkata, and a Post-graduate Diploma in Management from the Indian Institute of Management – Bangalore.
Articles by team Marcellus
Portfolio Performance and Update on Fundamentals - April 2025
Note: For all strategies except GCP, Performance data shown is net of fixed fees and expenses charged till March 31st, 2025 and is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary/performance calculation date falls upto the last date of this performance period. Since, for Little Champs Portfolio, performances […]
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MeritorQ: Minimizing Risk by Focusing on Errors of Commission
Balancing the trade off between errors of commission and errors of omission in stock picking is essential to any investing process. In this newsletter we explain why these two errors are NOT created equal and usually portfolio hit rate is more sensitive to errors of commission. MeritorQ‘s rigorous rules-based screening steps in which we reject […]
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Exit the Salaryman, Enter the Entrepreneur
Even as conventional white-collar employment becomes a tricky proposition, entrepreneurial opportunities are proliferating in modern India. For educated Indians, this shift – from a white-collar professional’s mindset to an entrepreneurial mindset – requires considerable attitudinal retooling. Ironically, those Indians who are able to make this shift are succeeding not just as entrepreneurs but also in […]
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